IWM was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 63184.37m in AUM and 2113 holdings. IWM tracks a market-cap-weighted index of US small-cap stocks. The index selects stocks ranked 1",001-3",000 by market cap.
IJR was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 79189.8m in AUM and 603 holdings. IJR tracks a market-cap-weighted index of primarily small-cap US stocks. The S&P Committee selects 600 stocks representing about 3% of the publicly available market.
Key Details
May 22, 2000
May 22, 2000
Equity
Equity
Small Cap
Small Cap
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -75.16% | $94.90M | 0.59% | |
VIXY | -73.45% | $200.94M | 0.85% | |
VIXM | -67.46% | $22.99M | 0.85% | |
BTAL | -66.66% | $310.24M | 1.43% | |
IVOL | -42.50% | $341.06M | 1.02% | |
XONE | -32.55% | $629.16M | 0.03% | |
SPTS | -29.81% | $5.78B | 0.03% | |
FXY | -29.35% | $798.58M | 0.4% | |
FTSD | -28.97% | $233.24M | 0.25% | |
SCHO | -26.87% | $10.92B | 0.03% | |
VGSH | -26.22% | $22.70B | 0.03% | |
UTWO | -25.53% | $376.64M | 0.15% | |
IBTH | -23.69% | $1.62B | 0.07% | |
IBTG | -22.37% | $1.93B | 0.07% | |
IBTI | -21.69% | $1.07B | 0.07% | |
BILS | -21.36% | $3.80B | 0.1356% | |
XHLF | -21.02% | $1.73B | 0.03% | |
TBLL | -18.79% | $2.12B | 0.08% | |
IBTJ | -17.14% | $689.78M | 0.07% | |
ULST | -16.76% | $592.71M | 0.2% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
IBMN | 0.22% | $445.33M | 0.18% | |
AGZD | 0.27% | $98.57M | 0.23% | |
BUXX | -0.31% | $312.54M | 0.25% | |
DFNM | -0.32% | $1.59B | 0.17% | |
CMBS | -0.44% | $456.43M | 0.25% | |
SMMU | 0.52% | $898.04M | 0.35% | |
MLN | 0.53% | $513.44M | 0.24% | |
SHM | 0.65% | $3.41B | 0.2% | |
FLMI | -0.65% | $745.34M | 0.3% | |
SMB | -0.73% | $276.89M | 0.07% | |
IBND | -0.79% | $407.57M | 0.5% | |
FMHI | -0.87% | $748.97M | 0.7% | |
TOTL | 1.37% | $3.81B | 0.55% | |
YEAR | -1.42% | $1.47B | 0.25% | |
BNDX | 1.47% | $67.48B | 0.07% | |
IBMP | 1.56% | $554.05M | 0.18% | |
IBMS | 1.74% | $89.71M | 0.18% | |
JBND | 1.81% | $2.36B | 0.25% | |
OWNS | 1.84% | $128.82M | 0.3% | |
TPMN | 2.21% | $30.86M | 0.65% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
MO | -0.09% | $97.92B | +21.81% | 7.02% |
ASPS | -0.68% | $150.77M | +23.72% | 0.00% |
AEP | 0.81% | $56.10B | +15.48% | 3.51% |
PM | 0.85% | $281.34B | +72.03% | 3.00% |
AMT | -1.00% | $103.82B | +6.20% | 3.01% |
ZCMD | -1.04% | $28.79M | -11.91% | 0.00% |
DUK | 1.15% | $91.66B | +11.97% | 3.55% |
PHYS.U | 1.16% | - | - | 0.00% |
CYCN | 1.17% | $10.59M | +13.01% | 0.00% |
GFI | -1.52% | $21.69B | +51.82% | 2.28% |
KR | 1.75% | $47.78B | +38.66% | 1.78% |
IMDX | 1.82% | $81.22M | -15.48% | 0.00% |
DG | -1.82% | $25.17B | -9.90% | 2.08% |
TU | 1.83% | $24.99B | +5.67% | 7.03% |
TEF | 1.84% | $29.40B | +19.77% | 6.32% |
VSA | -2.37% | $12.16M | +21.20% | 0.00% |
NEUE | 2.47% | $60.89M | +31.91% | 0.00% |
SO | 2.60% | $101.86B | +15.78% | 3.13% |
HUSA | -2.79% | $20.46M | -9.15% | 0.00% |
VSTA | -2.96% | $325.62M | +40.00% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
SPSM | 99.88% | $11.90B | 0.03% | |
VIOO | 99.81% | $2.94B | 0.1% | |
FNDA | 99.39% | $8.65B | 0.25% | |
DFAS | 99.31% | $10.68B | 0.27% | |
IJS | 99.01% | $6.38B | 0.18% | |
PRFZ | 98.95% | $2.44B | 0.34% | |
IJT | 98.95% | $6.23B | 0.18% | |
SLYG | 98.90% | $3.51B | 0.15% | |
SLYV | 98.84% | $3.85B | 0.15% | |
VTWO | 98.80% | $12.69B | 0.07% | |
IWN | 98.77% | $11.18B | 0.24% | |
TPSC | 98.74% | $214.96M | 0.52% | |
IWM | 98.73% | $67.25B | 0.19% | |
VIOV | 98.73% | $1.33B | 0.1% | |
SCHA | 98.67% | $17.85B | 0.04% | |
VBR | 98.66% | $30.55B | 0.07% | |
NUSC | 98.64% | $1.17B | 0.31% | |
DFAT | 98.51% | $11.22B | 0.28% | |
ESML | 98.47% | $1.91B | 0.17% | |
GSSC | 98.37% | $597.16M | 0.2% |
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Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TPMN | -0.01% | $30.86M | 0.65% | |
CMBS | -0.04% | $456.43M | 0.25% | |
IBMN | -0.12% | $445.33M | 0.18% | |
SHM | 0.13% | $3.41B | 0.2% | |
MLN | -0.37% | $513.44M | 0.24% | |
BUXX | -0.46% | $312.54M | 0.25% | |
SMMU | -0.54% | $898.04M | 0.35% | |
TOTL | 0.57% | $3.81B | 0.55% | |
AGZD | 0.65% | $98.57M | 0.23% | |
OWNS | 0.70% | $128.82M | 0.3% | |
IGOV | -0.81% | $1.25B | 0.35% | |
YEAR | -0.85% | $1.47B | 0.25% | |
FLMI | -1.12% | $745.34M | 0.3% | |
IBMS | 1.26% | $89.71M | 0.18% | |
JMST | 1.46% | $4.09B | 0.18% | |
JBND | 1.47% | $2.36B | 0.25% | |
IBND | 1.49% | $407.57M | 0.5% | |
TBIL | 1.58% | $5.74B | 0.15% | |
SMB | -1.66% | $276.89M | 0.07% | |
MMIN | 2.07% | $321.61M | 0.3% |
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Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
ITT | 87.14% | $12.44B | +15.16% | 0.85% |
SNV | 86.48% | $7.60B | +24.61% | 2.83% |
WTFC | 86.07% | $8.89B | +24.71% | 1.43% |
AVNT | 85.86% | $3.07B | -24.11% | 3.16% |
HWC | 85.47% | $5.16B | +17.87% | 2.84% |
EVR | 85.39% | $11.31B | +23.79% | 1.11% |
PNFP | 85.39% | $9.23B | +34.16% | 0.77% |
UMBF | 85.32% | $8.51B | +21.34% | 1.42% |
PIPR | 85.26% | $5.43B | +24.50% | 0.85% |
ONB | 85.17% | $8.63B | +24.77% | 2.40% |
APAM | 85.05% | $3.30B | +12.13% | 6.53% |
RF | 84.91% | $22.20B | +17.62% | 4.06% |
KN | 84.81% | $1.57B | -3.89% | 0.00% |
BN | 84.57% | $105.26B | +38.58% | 0.53% |
ASB | 84.54% | $4.29B | +15.90% | 3.52% |
HBAN | 84.52% | $24.87B | +24.33% | 3.65% |
FNB | 84.52% | $5.74B | +8.20% | 3.02% |
ABCB | 84.50% | $4.71B | +21.71% | 1.10% |
EWBC | 84.11% | $14.89B | +39.50% | 2.13% |
GS | 84.01% | $218.87B | +44.91% | 1.69% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -23.29% | $24.71B | +36.77% | 1.07% |
CME | -13.15% | $99.84B | +44.13% | 1.75% |
K | -9.20% | $27.64B | +41.46% | 2.87% |
ED | -8.08% | $36.39B | +11.91% | 3.34% |
MKTX | -7.35% | $8.15B | -1.09% | 1.39% |
DFDV | -6.35% | $361.15M | +2,667.20% | 0.00% |
STG | -5.63% | $56.15M | +27.66% | 0.00% |
AWK | -5.45% | $27.95B | +5.15% | 2.18% |
LITB | -5.02% | $25.36M | -69.22% | 0.00% |
VSTA | -2.96% | $325.62M | +40.00% | 0.00% |
HUSA | -2.79% | $20.46M | -9.15% | 0.00% |
VSA | -2.37% | $12.16M | +21.20% | 0.00% |
DG | -1.82% | $25.17B | -9.90% | 2.08% |
GFI | -1.52% | $21.69B | +51.82% | 2.28% |
ZCMD | -1.04% | $28.79M | -11.91% | 0.00% |
AMT | -1.00% | $103.82B | +6.20% | 3.01% |
ASPS | -0.68% | $150.77M | +23.72% | 0.00% |
MO | -0.09% | $97.92B | +21.81% | 7.02% |
AEP | 0.81% | $56.10B | +15.48% | 3.51% |
PM | 0.85% | $281.34B | +72.03% | 3.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
VTWO | 99.97% | $12.69B | 0.07% | |
SCHA | 99.45% | $17.85B | 0.04% | |
PRFZ | 99.27% | $2.44B | 0.34% | |
GSSC | 98.98% | $597.16M | 0.2% | |
DFAS | 98.93% | $10.68B | 0.27% | |
ESML | 98.85% | $1.91B | 0.17% | |
IJR | 98.73% | $82.91B | 0.06% | |
SPSM | 98.67% | $11.90B | 0.03% | |
SMMD | 98.66% | $1.51B | 0.15% | |
NUSC | 98.63% | $1.17B | 0.31% | |
IJT | 98.62% | $6.23B | 0.18% | |
VIOO | 98.51% | $2.94B | 0.1% | |
SLYG | 98.49% | $3.51B | 0.15% | |
IWO | 98.47% | $11.96B | 0.24% | |
FNDA | 98.46% | $8.65B | 0.25% | |
IWN | 98.31% | $11.18B | 0.24% | |
KJAN | 98.22% | $283.13M | 0.79% | |
FYX | 98.06% | $845.65M | 0.6% | |
VB | 98.06% | $65.40B | 0.05% | |
PSC | 97.84% | $786.25M | 0.38% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -75.75% | $94.90M | 0.59% | |
VIXY | -75.00% | $200.94M | 0.85% | |
BTAL | -70.43% | $310.24M | 1.43% | |
VIXM | -68.53% | $22.99M | 0.85% | |
IVOL | -41.54% | $341.06M | 1.02% | |
XONE | -32.84% | $629.16M | 0.03% | |
SPTS | -29.94% | $5.78B | 0.03% | |
FXY | -28.71% | $798.58M | 0.4% | |
FTSD | -27.11% | $233.24M | 0.25% | |
SCHO | -26.41% | $10.92B | 0.03% | |
VGSH | -26.34% | $22.70B | 0.03% | |
UTWO | -25.93% | $376.64M | 0.15% | |
IBTH | -23.84% | $1.62B | 0.07% | |
IBTG | -23.76% | $1.93B | 0.07% | |
IBTI | -21.92% | $1.07B | 0.07% | |
XHLF | -21.52% | $1.73B | 0.03% | |
BILS | -21.20% | $3.80B | 0.1356% | |
TBLL | -19.70% | $2.12B | 0.08% | |
ULST | -17.30% | $592.71M | 0.2% | |
IBTJ | -17.29% | $689.78M | 0.07% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
ITT | 86.98% | $12.44B | +15.16% | 0.85% |
EVR | 85.44% | $11.31B | +23.79% | 1.11% |
SNV | 85.37% | $7.60B | +24.61% | 2.83% |
WTFC | 85.29% | $8.89B | +24.71% | 1.43% |
BN | 84.77% | $105.26B | +38.58% | 0.53% |
PIPR | 84.21% | $5.43B | +24.50% | 0.85% |
PNFP | 84.18% | $9.23B | +34.16% | 0.77% |
BNT | 84.15% | $12.84B | +38.78% | 0.00% |
KN | 84.15% | $1.57B | -3.89% | 0.00% |
UMBF | 84.07% | $8.51B | +21.34% | 1.42% |
HWC | 83.98% | $5.16B | +17.87% | 2.84% |
GS | 83.83% | $218.87B | +44.91% | 1.69% |
ONB | 83.72% | $8.63B | +24.77% | 2.40% |
ASB | 83.54% | $4.29B | +15.90% | 3.52% |
AVNT | 83.50% | $3.07B | -24.11% | 3.16% |
NPO | 83.36% | $4.29B | +27.87% | 0.59% |
AXP | 83.34% | $224.83B | +31.52% | 0.96% |
FNB | 83.28% | $5.74B | +8.20% | 3.02% |
HBAN | 83.19% | $24.87B | +24.33% | 3.65% |
APAM | 83.03% | $3.30B | +12.13% | 6.53% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
TU | 0.22% | $24.99B | +5.67% | 7.03% |
CL | -0.31% | $72.01B | -8.64% | 2.28% |
SO | -0.41% | $101.86B | +15.78% | 3.13% |
KR | 0.41% | $47.78B | +38.66% | 1.78% |
EXC | 0.57% | $43.84B | +22.86% | 3.60% |
GFI | 0.75% | $21.69B | +51.82% | 2.28% |
CYCN | 1.12% | $10.59M | +13.01% | 0.00% |
ASPS | 1.14% | $150.77M | +23.72% | 0.00% |
TEF | 1.14% | $29.40B | +19.77% | 6.32% |
DUK | -1.50% | $91.66B | +11.97% | 3.55% |
PM | 1.53% | $281.34B | +72.03% | 3.00% |
BCE | 1.64% | $22.02B | -26.94% | 10.19% |
VSTA | -2.15% | $325.62M | +40.00% | 0.00% |
NEUE | 2.29% | $60.89M | +31.91% | 0.00% |
CNC | 2.32% | $15.25B | -53.58% | 0.00% |
IMDX | 2.40% | $81.22M | -15.48% | 0.00% |
DG | -2.43% | $25.17B | -9.90% | 2.08% |
HUSA | -2.43% | $20.46M | -9.15% | 0.00% |
AEP | -2.49% | $56.10B | +15.48% | 3.51% |
MO | -2.60% | $97.92B | +21.81% | 7.02% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -25.35% | $24.71B | +36.77% | 1.07% |
CME | -13.94% | $99.84B | +44.13% | 1.75% |
ED | -11.74% | $36.39B | +11.91% | 3.34% |
K | -11.19% | $27.64B | +41.46% | 2.87% |
AWK | -8.27% | $27.95B | +5.15% | 2.18% |
MKTX | -7.31% | $8.15B | -1.09% | 1.39% |
LITB | -6.36% | $25.36M | -69.22% | 0.00% |
STG | -4.81% | $56.15M | +27.66% | 0.00% |
DFDV | -3.90% | $361.15M | +2,667.20% | 0.00% |
AMT | -3.22% | $103.82B | +6.20% | 3.01% |
VSA | -3.15% | $12.16M | +21.20% | 0.00% |
ZCMD | -2.67% | $28.79M | -11.91% | 0.00% |
MO | -2.60% | $97.92B | +21.81% | 7.02% |
AEP | -2.49% | $56.10B | +15.48% | 3.51% |
HUSA | -2.43% | $20.46M | -9.15% | 0.00% |
DG | -2.43% | $25.17B | -9.90% | 2.08% |
VSTA | -2.15% | $325.62M | +40.00% | 0.00% |
DUK | -1.50% | $91.66B | +11.97% | 3.55% |
SO | -0.41% | $101.86B | +15.78% | 3.13% |
CL | -0.31% | $72.01B | -8.64% | 2.28% |
IWM - iShares Russell 2000 ETF and IJR - iShares Core S&P Small Cap ETF have a 555 holding overlap. Which accounts for a 45.1% overlap.
Number of overlapping holdings
555
% of overlapping holdings
45.12%
Name | Weight in IWM | Weight in IJR |
---|---|---|
0.32% | 0.62% | |
0.32% | 0.60% | |
0.30% | 0.59% | |
0.28% | 0.53% | |
0.27% | 0.53% | |
0.27% | 0.51% | |
0.27% | 0.52% | |
0.26% | 0.44% | |
0.25% | 0.49% | |
0.25% | 0.47% |
iShares Russell 2000 ETF - IWM is made up of 2016 holdings. iShares Core S&P Small Cap ETF - IJR is made up of 603 holdings.
Name | Weight |
---|---|
0.56% | |
![]() | 0.41% |
![]() | 0.39% |
0.37% | |
![]() | 0.34% |
- | 0.34% |
0.33% | |
0.32% | |
0.32% | |
0.31% | |
0.31% | |
0.31% | |
0.31% | |
0.30% | |
0.29% | |
0.29% | |
0.29% | |
0.28% | |
0.28% | |
0.27% | |
0.27% | |
0.27% | |
![]() | 0.27% |
0.27% | |
0.26% | |
0.26% | |
0.25% | |
0.25% | |
0.24% | |
0.24% |
Name | Weight |
---|---|
- | 0.96% |
0.68% | |
0.62% | |
0.60% | |
![]() | 0.59% |
0.59% | |
0.56% | |
0.53% | |
0.53% | |
0.53% | |
0.52% | |
0.51% | |
0.50% | |
0.49% | |
0.49% | |
0.47% | |
0.47% | |
0.45% | |
0.45% | |
![]() | 0.45% |
0.44% | |
0.44% | |
0.44% | |
0.44% | |
0.43% | |
0.43% | |
0.42% | |
0.42% | |
![]() | 0.42% |
S SNDKSanDisk Corp. | 0.42% |